As a Manager, you can easily create and manage tasks for your team. The Tasks dashboard gives you a clear overview of task statuses and details.
Click on HR, then select Tasks to open the Tasks dashboard, where you can easily track the status and details of all tasks.
Creating Tasks
To create a task, click New Task in the top right corner. A pop-up screen will appear, prompting you to enter the task details.
Creating one-off Task
Fill in all the required details and click Save. The employee assigned to the task will receive a notification.
Creating Tasks from Checklists
If you have tasks that need to be repeated regularly, you can use task templates to automate the creation process, making it quicker and more efficient.
Note: Only users with access to Company Settings can create or manage Checklist templates.
To Create tasks from a pre-defined checklist, click on New Checlist', and fill in the all details and click on ‘Save’.
Edit or Cancel a Task
You can edit or cancel tasks that are still in a Pending status. Simply click on the task in the list to open its details, and you will have the option to either Edit or Cancel the task as needed.